A detailed history of Greystone Financial Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Greystone Financial Group, LLC holds 2,886 shares of CRM stock, worth $987,069. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,886
Previous 3,595 19.72%
Holding current value
$987,069
Previous $924,000 14.61%
% of portfolio
0.14%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$238.42 - $276.53 $169,039 - $196,059
-709 Reduced 19.72%
2,886 $789,000
Q2 2024

Aug 06, 2024

SELL
$218.01 - $304.74 $8,938 - $12,494
-41 Reduced 1.13%
3,595 $924,000
Q1 2024

Apr 22, 2024

BUY
$251.12 - $316.88 $136,107 - $171,748
542 Added 17.52%
3,636 $1.1 Million
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $6,476 - $8,819
33 Added 1.08%
3,094 $814,000
Q3 2023

Nov 01, 2023

BUY
$202.49 - $234.37 $162,801 - $188,433
804 Added 35.62%
3,061 $620,000
Q2 2023

Jul 18, 2023

BUY
$188.89 - $223.38 $426,324 - $504,168
2,257 New
2,257 $476,000
Q4 2022

Jan 23, 2023

SELL
$128.21 - $165.27 $462,197 - $595,798
-3,605 Reduced 46.29%
4,183 $0
Q3 2022

Oct 25, 2022

SELL
$143.84 - $191.27 $150,600 - $200,259
-1,047 Reduced 11.85%
7,788 $1.12 Million
Q2 2022

Aug 03, 2022

BUY
$155.6 - $218.85 $88,536 - $124,525
569 Added 6.88%
8,835 $1.46 Million
Q1 2022

May 02, 2022

BUY
$190.54 - $255.46 $911,162 - $1.22 Million
4,782 Added 137.26%
8,266 $1.76 Million
Q4 2021

Feb 01, 2022

BUY
$247.21 - $309.96 $74,657 - $93,607
302 Added 9.49%
3,484 $885,000
Q3 2021

Nov 03, 2021

BUY
$237.55 - $285.63 $755,884 - $908,874
3,182 New
3,182 $863,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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